Nick Unrue
Ensight Platform Enhancements & Updates
What's new with Intelligent Quote:
Quickly Find Account and Rates Options in Product Details
We have added the ability to see the exact interest rates for each allocation account. Note that this update only affects products that have the ability to have their account options to be changed. This gives you one less thing to memorize or search for in the illustration.
See an example of this enhancement below. You are now able to see each Premium Allocation and it's Assumed Rate.
Display Interest Rates and Account Allocations in Product Summary
You can also now see each account allocation and rate option selected per product on the Summary page and Summary PDF. This will allow for more visibility and closer product comparisons.
Display these new fields by clicking into the "Display Configuration" and selecting one or both options. See what this enhancement looks like below.
Try out these updates to the Ensight platform today!
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Contact Us
If you would like to leave feedback or ask any questions, contact us at:
Ensight Customer Success
Thank you for all your feedback and have a great summer!
Sincerely,
The Ensight Team